7 days ago
Hay bales, bunnies, and big smiles set the scene as Brittany and Patrick Mahomes' kids welcomed autumn, engaged in outdoor activities, farm fun, and festive surprises. The family photos featuring their three little ones capture sweet moments enjoyed by the children.
Brittany Mahomes took to Instagram to share a carousel of her family in a fall mood. Her caption was simple: "It's fall y'all," followed by a leaf emoji. The pictures point to the family enjoying the outdoors at a pumpkin patch with farm animals and autumn décor. The couple shares three kids: Sterling, 5, Bronze, 3, and Golden Raye, 1.
The family of five also visited Kansas City's Power and Light District, which is a "walkable neighborhood featuring world-class restaurants, modern living," and premier entertainment facilities, according to the district's Instagram page.
The opening photo of the carousel sets the tone for the outing. Patrick carries Sterling on his shoulders and holds Golden in one arm, while Bronze stands close by. Brittany smiles beside them in a Chiefs tee, sunglasses, and black rain boots.
Later frames show the quieter moments. Bronze and Golden hold hands on a hay bale in front of a wall of autumn leaves, with the name of the farm, "Johnson Farms," behind them. In other photos, Sterling grins while cradling a spotted rabbit, and at lunch, she hides behind a flatbread mask with eyeholes.
#brittany #sterling #golden
Brittany Mahomes took to Instagram to share a carousel of her family in a fall mood. Her caption was simple: "It's fall y'all," followed by a leaf emoji. The pictures point to the family enjoying the outdoors at a pumpkin patch with farm animals and autumn décor. The couple shares three kids: Sterling, 5, Bronze, 3, and Golden Raye, 1.
The family of five also visited Kansas City's Power and Light District, which is a "walkable neighborhood featuring world-class restaurants, modern living," and premier entertainment facilities, according to the district's Instagram page.
The opening photo of the carousel sets the tone for the outing. Patrick carries Sterling on his shoulders and holds Golden in one arm, while Bronze stands close by. Brittany smiles beside them in a Chiefs tee, sunglasses, and black rain boots.
Later frames show the quieter moments. Bronze and Golden hold hands on a hay bale in front of a wall of autumn leaves, with the name of the farm, "Johnson Farms," behind them. In other photos, Sterling grins while cradling a spotted rabbit, and at lunch, she hides behind a flatbread mask with eyeholes.
#brittany #sterling #golden
8 days ago
Paris just got a dose of some extravagant lace-trimmed drama when Ciara arrived at the BoF Gala in a sheer black lacy dress that leaves little to the imagination. Her outfit blends delicate florals with a lingerie-inspired bodice, and the silhouette frames her baby **** p. With the cameras catching every angle, the singer shared her own verdict of the night online, calling it a "night to remember."
The BoF Gala took place at the Shangri-La Hotel in Paris on Saturday, October 3, during Paris Fashion Week. According to Business of Fashion, guests from more than 70 nationalities celebrated the Class of 2026, the newest additions to "the definitive index of people shaping the global fashion industry."
Fashion account Runway x Red Carpet identified Ciara's look as Dolce & Gabbana. The 40-year-old singer sported a black midi dress made of floral lace, with a see-through finish across the midsection and skirt. The fabric of the dress skims her baby **** p and falls to mid-calf length.
The bodice sets the tone of the look. A black satin top with fine lace trim and slim straps sits above the lace layers, and a darker underlayer appears at the hips. Moreover, the lingerie-inspired styling stays polished thanks to the midi length.
The "Level Up" singer let her accessories keep the focus on the dress. An oversized, sparkling cross necklace rested at her collarbone while a statement ring adorned her hand. Black pointed-toe pumps complete the outfit.
#singer #gala #OUTFIT #inspired
The BoF Gala took place at the Shangri-La Hotel in Paris on Saturday, October 3, during Paris Fashion Week. According to Business of Fashion, guests from more than 70 nationalities celebrated the Class of 2026, the newest additions to "the definitive index of people shaping the global fashion industry."
Fashion account Runway x Red Carpet identified Ciara's look as Dolce & Gabbana. The 40-year-old singer sported a black midi dress made of floral lace, with a see-through finish across the midsection and skirt. The fabric of the dress skims her baby **** p and falls to mid-calf length.
The bodice sets the tone of the look. A black satin top with fine lace trim and slim straps sits above the lace layers, and a darker underlayer appears at the hips. Moreover, the lingerie-inspired styling stays polished thanks to the midi length.
The "Level Up" singer let her accessories keep the focus on the dress. An oversized, sparkling cross necklace rested at her collarbone while a statement ring adorned her hand. Black pointed-toe pumps complete the outfit.
#singer #gala #OUTFIT #inspired
23 days ago
Helfstein estimates META needs 115 million paying Muse subscribers at $20/month to unlock $28 billion in AI revenue, but doubts it happens.
META's Q2 operating margin collapsed from 43% to 31%, while full-year capex guidance soared to a range of $130 billion to $145 billion.
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Jason Helfstein, Oppenheimer's Managing Director and Senior ******* yst covering the Internet sector, laid out a striking scenario in a September 2026 note: Meta Platforms (NASDAQ:META) would need roughly 115 million paying Muse subscribers at a $20/month price point to generate about $27.5 to $28 billion in annual AI agent revenue. His conclusion, however, was skeptical. For long-term investors, the math frames just how high the bar is for Meta stock to earn a consumer-AI premium on top of its advertising engine.
Ticker
#million
META's Q2 operating margin collapsed from 43% to 31%, while full-year capex guidance soared to a range of $130 billion to $145 billion.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Meta didn't make the cut. Enter your email to see the names that beat METAPLATFORMS. The report is free. Enter your email and see if any of your stocks made the cut.
Jason Helfstein, Oppenheimer's Managing Director and Senior ******* yst covering the Internet sector, laid out a striking scenario in a September 2026 note: Meta Platforms (NASDAQ:META) would need roughly 115 million paying Muse subscribers at a $20/month price point to generate about $27.5 to $28 billion in annual AI agent revenue. His conclusion, however, was skeptical. For long-term investors, the math frames just how high the bar is for Meta stock to earn a consumer-AI premium on top of its advertising engine.
Ticker
#million
24 days ago
Experienced investors know the advantages of buying and holding S&P 500 index funds like the Vanguard S&P 500 ETF (NYSEMKT: VOO) or the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). Not only are they super simple, but statistically speaking, you're likely to get better performance from them than you are by picking individual stocks or by owning an actively managed fund.
Nevertheless, given its long-term (and often market-beating) track record, even the most disciplined of investors might have the itch to step into a stake in Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB). But is it actually the better buy?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Berkshire Hathaway is a conglomerate consisting of several dozen reliable cash-producing businesses as well as a portfolio of hand-picked stocks. Brought to prominence by Warren Buffett, the company's flexible structure has enabled its shares to consistently outperform the S&P 500 since Buffett first took the helm in 1965.
It hasn't beaten the market every year since then, to be clear. Some years it did. Other years it didn't. It typically achieved the feat in five-year time frames.
#signal #years #buffett #flashing
Nevertheless, given its long-term (and often market-beating) track record, even the most disciplined of investors might have the itch to step into a stake in Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB). But is it actually the better buy?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Berkshire Hathaway is a conglomerate consisting of several dozen reliable cash-producing businesses as well as a portfolio of hand-picked stocks. Brought to prominence by Warren Buffett, the company's flexible structure has enabled its shares to consistently outperform the S&P 500 since Buffett first took the helm in 1965.
It hasn't beaten the market every year since then, to be clear. Some years it did. Other years it didn't. It typically achieved the feat in five-year time frames.
#signal #years #buffett #flashing
25 days ago
SPCX trades at $151.89, up 5.86%, as Musk claims next-gen V3 satellites will push Starlink's total bandwidth 100x above today's levels.
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
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Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.
#musk #satellites #still #push
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and **** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.
#musk #satellites #still #push
25 days ago
Lululemon fell 18% after Meghan Frank delivered a second guidance cut, dropping the full-year EPS outlook to roughly $9.60 from last year's $13.26.
Nike fell 10% and On Holding dropped 14% over the same month, suggesting athletic-apparel sector headwinds extend well beyond Lululemon alone.
An 86-cent tariff refund inflated Q2 EPS but won't recur, making Lululemon's reported profit look cleaner than the challenge facing incoming CEO Heidi O'Neill.
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Lululemon Athletica (NASDAQ:LULU) stock is under sustained pressure after a September earnings update that lowered management's outlook for the year. Retail broadly softened alongside it, and the broad market held up better, which frames the question of how much of the damage is company-specific and how much is sector-wide. Peer moves are part of that same picture, since athletic-apparel names moved lower together across the past month.
#lululemon #enter #outlook
Nike fell 10% and On Holding dropped 14% over the same month, suggesting athletic-apparel sector headwinds extend well beyond Lululemon alone.
An 86-cent tariff refund inflated Q2 EPS but won't recur, making Lululemon's reported profit look cleaner than the challenge facing incoming CEO Heidi O'Neill.
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Lululemon Athletica (NASDAQ:LULU) stock is under sustained pressure after a September earnings update that lowered management's outlook for the year. Retail broadly softened alongside it, and the broad market held up better, which frames the question of how much of the damage is company-specific and how much is sector-wide. Peer moves are part of that same picture, since athletic-apparel names moved lower together across the past month.
#lululemon #enter #outlook
25 days ago
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A Federal Reserve rate hike is largely priced in for Wednesday, but JPMorgan says the S&P 500 could still swing anywhere from 1% higher to 2% lower depending on how Chair Kevin Warsh frames the move.
A surprise decision to hold rates steady could prove painful. JPMorgan Chase & Co. (NYSE:JPM) estimates the index could fall 1.25% to 1.75% if the Fed leaves rates unchanged.
Polymarket traders put the chance of a 25-basis-point hike at 89% Wednesday morning, compared with 11% for no change, with roughly $193 million traded on the decision.
JPMorgan argues that an unexpected hold could raise doubts about the Fed's willingness to contain inflation, potentially pushing longer-term Treasury yields higher as investors demand more compensation for inflation risk.
#wednesday #hike #higher #finance
A Federal Reserve rate hike is largely priced in for Wednesday, but JPMorgan says the S&P 500 could still swing anywhere from 1% higher to 2% lower depending on how Chair Kevin Warsh frames the move.
A surprise decision to hold rates steady could prove painful. JPMorgan Chase & Co. (NYSE:JPM) estimates the index could fall 1.25% to 1.75% if the Fed leaves rates unchanged.
Polymarket traders put the chance of a 25-basis-point hike at 89% Wednesday morning, compared with 11% for no change, with roughly $193 million traded on the decision.
JPMorgan argues that an unexpected hold could raise doubts about the Fed's willingness to contain inflation, potentially pushing longer-term Treasury yields higher as investors demand more compensation for inflation risk.
#wednesday #hike #higher #finance
25 days ago
NBIS revenue surged 454% to $582M with a $37.49B contracted backlog, while ALAB posted its eighth straight EPS beat on 104% revenue growth.
GPUs are worthless without high-speed interconnects, making cables, switches, and optical modules the AI industry's most critical and most overlooked bottleneck.
CRDO plunged 42% last month despite delivering 114.7% revenue growth and guiding for over 85% full-year growth in fiscal 2027.
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The interconnect layer beneath AI clusters is the current bottleneck. GPUs are useless if they cannot exchange gradients and tokens at line rate, and the cables, switches, retimers, and optical modules that carry that traffic have become the constraint the industry is racing to relieve. One data point frames the pressure: (NASDAQ:ALAB) said PCIe 6 products already made up more than 50% of its total revenue in Q2, up from one third in Q1, evidence that the connectivity generation shift is happening in quarters, not years.
#gpus #cables
GPUs are worthless without high-speed interconnects, making cables, switches, and optical modules the AI industry's most critical and most overlooked bottleneck.
CRDO plunged 42% last month despite delivering 114.7% revenue growth and guiding for over 85% full-year growth in fiscal 2027.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Astera Labs didn't make the cut. Enter your email to see the names that beat ALAB. The report is free. Enter your email and see if any of your stocks made the cut.
The interconnect layer beneath AI clusters is the current bottleneck. GPUs are useless if they cannot exchange gradients and tokens at line rate, and the cables, switches, retimers, and optical modules that carry that traffic have become the constraint the industry is racing to relieve. One data point frames the pressure: (NASDAQ:ALAB) said PCIe 6 products already made up more than 50% of its total revenue in Q2, up from one third in Q1, evidence that the connectivity generation shift is happening in quarters, not years.
#gpus #cables
25 days ago
Is there anything prettier than a consistently uptrending stock price chart? I'm drawn to these types of charts. I've always thought a consistent uptrend is an indication of strong buying power for a stock. However, while I can tell you if a chart looks like a consistent, methodical trend, it's hard to define it using data, which is necessary to create an indicator. That's why, until now, I've never put numbers behind my theory.
I won't go into the details, but using moving averages over various time frames, I've created a ranking system for stocks with the most consistent uptrends and downtrends over the past three months. Using this ranking system, Docusign (DOCU) is one of the top uptrending stocks. That's a pretty chart, if I do say so myself. When I see a chart like this, I think, why would it stop now?
In this week's article, I'll test my theory with actual numbers and see if DOCU and other stocks like it are good bets, like my instincts have always led me to believe.
For this study, I went back to 2024 and picked the 18th of each month, which corresponds to the end of this week. I used my trend ranking system to find the 30 stocks in the strongest uptrends and the 30 in the most consistent downtrends. Then, I tracked how each group performed over the next month of trading. The table below summarizes the results.
My instincts look correct based on the average returns of the stocks. The top uptrending stocks averaged a return of 2.15% over the next month, while the most consistently downtrending stocks averaged a return of 1.57%. The other stocks averaged 1.84%, falling between the two groups.
#like #using
I won't go into the details, but using moving averages over various time frames, I've created a ranking system for stocks with the most consistent uptrends and downtrends over the past three months. Using this ranking system, Docusign (DOCU) is one of the top uptrending stocks. That's a pretty chart, if I do say so myself. When I see a chart like this, I think, why would it stop now?
In this week's article, I'll test my theory with actual numbers and see if DOCU and other stocks like it are good bets, like my instincts have always led me to believe.
For this study, I went back to 2024 and picked the 18th of each month, which corresponds to the end of this week. I used my trend ranking system to find the 30 stocks in the strongest uptrends and the 30 in the most consistent downtrends. Then, I tracked how each group performed over the next month of trading. The table below summarizes the results.
My instincts look correct based on the average returns of the stocks. The top uptrending stocks averaged a return of 2.15% over the next month, while the most consistently downtrending stocks averaged a return of 1.57%. The other stocks averaged 1.84%, falling between the two groups.
#like #using
26 days ago
The 10-year Treasury yield hit 5% in September 2026, its highest since 2007, intensifying pressure on stock valuations.
Buffett's gravity rule reframes a 5% Treasury as a 20x earnings multiple, which is far cheaper than the 45x bonds carried at 2.15% in 2017.
Buffett warned that at 21% short rates in 1982, even stocks at 6x earnings looked unattractive against the risk-free alternative.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Treasury yields have pushed to levels that force a conversation investors have not needed to have in years. The 10-year Treasury note traded at 5% on the morning of September 15, 2026, according to CNBC, and CNBC reported the 10-year yield rising to its highest level since 2007. On a settled basis, the daily 10-year series last printed 4.96% on September 11, 2026, the highest reading in the trailing year.
#treasury #highest
Buffett's gravity rule reframes a 5% Treasury as a 20x earnings multiple, which is far cheaper than the 45x bonds carried at 2.15% in 2017.
Buffett warned that at 21% short rates in 1982, even stocks at 6x earnings looked unattractive against the risk-free alternative.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Treasury yields have pushed to levels that force a conversation investors have not needed to have in years. The 10-year Treasury note traded at 5% on the morning of September 15, 2026, according to CNBC, and CNBC reported the 10-year yield rising to its highest level since 2007. On a settled basis, the daily 10-year series last printed 4.96% on September 11, 2026, the highest reading in the trailing year.
#treasury #highest
26 days ago
NVDA's $5 trillion market cap matches every Forbes 400 billionaire combined but equals just one-tenth of private business owners' $50 trillion collective wealth.
Jensen Huang guided Q3 revenue to $108 billion and projects 70% fiscal 2028 growth, calling the outlook supply-constrained against a $2 trillion cloud backlog.
Economist Owen Zidar estimates 3 million private business owners hold $50 trillion, a figure that dwarfs the $15 trillion held by all 3,795 global billionaires combined.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
On Marketplace Morning Report, economist Owen Zidar delivered a number that reframes how investors should think about American wealth. Asked how much the country's hidden business-owner class actually holds, he answered: "We estimate that there are around 3 million everywhere millionaires who are business owners outside of tech and finance who have at least $5 million" and "Collectively it's around $50 trillion, which is enormous. The Forbes 400 only has about a tenth of that."
#forbes #zidar
Jensen Huang guided Q3 revenue to $108 billion and projects 70% fiscal 2028 growth, calling the outlook supply-constrained against a $2 trillion cloud backlog.
Economist Owen Zidar estimates 3 million private business owners hold $50 trillion, a figure that dwarfs the $15 trillion held by all 3,795 global billionaires combined.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
On Marketplace Morning Report, economist Owen Zidar delivered a number that reframes how investors should think about American wealth. Asked how much the country's hidden business-owner class actually holds, he answered: "We estimate that there are around 3 million everywhere millionaires who are business owners outside of tech and finance who have at least $5 million" and "Collectively it's around $50 trillion, which is enormous. The Forbes 400 only has about a tenth of that."
#forbes #zidar
26 days ago
NVDA's $5 trillion market cap matches every Forbes 400 billionaire combined but equals just one-tenth of private business owners' $50 trillion collective wealth.
Jensen Huang guided Q3 revenue to $108 billion and projects 70% fiscal 2028 growth, calling the outlook supply-constrained against a $2 trillion cloud backlog.
Economist Owen Zidar estimates 3 million private business owners hold $50 trillion, a figure that dwarfs the $15 trillion held by all 3,795 global billionaires combined.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
On Marketplace Morning Report, economist Owen Zidar delivered a number that reframes how investors should think about American wealth. Asked how much the country's hidden business-owner class actually holds, he answered: "We estimate that there are around 3 million everywhere millionaires who are business owners outside of tech and finance who have at least $5 million" and "Collectively it's around $50 trillion, which is enormous. The Forbes 400 only has about a tenth of that."
#trillion #business #million #combined
Jensen Huang guided Q3 revenue to $108 billion and projects 70% fiscal 2028 growth, calling the outlook supply-constrained against a $2 trillion cloud backlog.
Economist Owen Zidar estimates 3 million private business owners hold $50 trillion, a figure that dwarfs the $15 trillion held by all 3,795 global billionaires combined.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
On Marketplace Morning Report, economist Owen Zidar delivered a number that reframes how investors should think about American wealth. Asked how much the country's hidden business-owner class actually holds, he answered: "We estimate that there are around 3 million everywhere millionaires who are business owners outside of tech and finance who have at least $5 million" and "Collectively it's around $50 trillion, which is enormous. The Forbes 400 only has about a tenth of that."
#trillion #business #million #combined
26 days ago
Anthropic is moving forward with plans for an initial public offering that could value the company at $2 trillion, with signs pointing to the listing remaining on track, according to Bloomberg. Nasdaq has been selected as the venue for the listing, and Nvidia is reportedly weighing a contribution of around $10 billion to the offering.
Bloomberg reports Anthropic's annualized revenue at $65 billion, with the company's margins underpinned by investor confidence in where AI capabilities are headed rather than by today's cash generation.
The IPO comes as Anthropic chief executive officer Dario Amodei has published an essay calling on AI companies to manage the pace of frontier model development. Amodei's essay calls on firms "must slow the pace" of capability improvements, yet frames the goal as "a balanced rate" of progress, with the ****** urance that "progress will still seem fast," Bloomberg notes. When CFO Krishna Rao shared the piece on LinkedIn, his commentary centered on the themes of "pacing" and "common standards."
Anthropic is preparing to tell IPO investors that its potential revenue opportunity exceeds $30 trillion, according to The Wall Street Journal. The company more than doubled its revenue to $11.6 billion in the second quarter and could seek to raise as much as $100 billion in its offering — both figures that would surpass what ****** eX achieved when it went public in June at a $1.77 trillion valuation.
Investors have projected that Anthropic's annualized revenue will reach between $100 billion and $120 billion before year's end, representing more than tenfold growth from the $47 billion annualized revenue the company reported in May, according to the Financial Times as cited in earlier reporting. Morgan Stanley, Goldman Sachs, and JPMorgan are leading the offering. The company filed paperwork with the Securities and Exchange Commission in June.
#billion #bloomberg #trillion #according
Bloomberg reports Anthropic's annualized revenue at $65 billion, with the company's margins underpinned by investor confidence in where AI capabilities are headed rather than by today's cash generation.
The IPO comes as Anthropic chief executive officer Dario Amodei has published an essay calling on AI companies to manage the pace of frontier model development. Amodei's essay calls on firms "must slow the pace" of capability improvements, yet frames the goal as "a balanced rate" of progress, with the ****** urance that "progress will still seem fast," Bloomberg notes. When CFO Krishna Rao shared the piece on LinkedIn, his commentary centered on the themes of "pacing" and "common standards."
Anthropic is preparing to tell IPO investors that its potential revenue opportunity exceeds $30 trillion, according to The Wall Street Journal. The company more than doubled its revenue to $11.6 billion in the second quarter and could seek to raise as much as $100 billion in its offering — both figures that would surpass what ****** eX achieved when it went public in June at a $1.77 trillion valuation.
Investors have projected that Anthropic's annualized revenue will reach between $100 billion and $120 billion before year's end, representing more than tenfold growth from the $47 billion annualized revenue the company reported in May, according to the Financial Times as cited in earlier reporting. Morgan Stanley, Goldman Sachs, and JPMorgan are leading the offering. The company filed paperwork with the Securities and Exchange Commission in June.
#billion #bloomberg #trillion #according
27 days ago
Nokia stock surged 6% to $10.39 after its AI-RAN platform advanced to live field trials with eight global operators, delivering 20%+ spectral efficiency gains.
Ericsson's near-flat 0.7% move signals markets aren't pricing AI-RAN as a category-wide event, keeping today's rally a Nokia-specific story.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Nokia (NYSE:NOK) stock is rising in early Wednesday trading, up 6% to $10.39 after the company said its artificial intelligence-powered radio access network (AI-RAN) platform is moving from evaluation to live field trials at eight global operators. The list spans North America, Europe, Asia-Pacific and the Middle East, and it reframes AI-RAN as a shared industry priority rather than a single-vendor pilot. That geographic reach is what today's move is paying up for.
The move is Nokia-specific. The iShares U.S. Technology ETF (NYSEARCA:IYW) is unchanged at $250.08, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.4% to $760.33. Nokia stock is climbing while U.S. technology sits still and the broad benchmark is only marginally higher, which frames today as a name-specific catalyst.
#trials
Ericsson's near-flat 0.7% move signals markets aren't pricing AI-RAN as a category-wide event, keeping today's rally a Nokia-specific story.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Nokia (NYSE:NOK) stock is rising in early Wednesday trading, up 6% to $10.39 after the company said its artificial intelligence-powered radio access network (AI-RAN) platform is moving from evaluation to live field trials at eight global operators. The list spans North America, Europe, Asia-Pacific and the Middle East, and it reframes AI-RAN as a shared industry priority rather than a single-vendor pilot. That geographic reach is what today's move is paying up for.
The move is Nokia-specific. The iShares U.S. Technology ETF (NYSEARCA:IYW) is unchanged at $250.08, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.4% to $760.33. Nokia stock is climbing while U.S. technology sits still and the broad benchmark is only marginally higher, which frames today as a name-specific catalyst.
#trials
27 days ago
Is there anything prettier than a consistently uptrending stock price chart? I'm drawn to these types of charts. I've always thought a consistent uptrend is an indication of strong buying power for a stock. However, while I can tell you if a chart looks like a consistent, methodical trend, it's hard to define it using data, which is necessary to create an indicator. That's why, until now, I've never put numbers behind my theory.
I won't go into the details, but using moving averages over various time frames, I've created a ranking system for stocks with the most consistent uptrends and downtrends over the past three months. Using this ranking system, Docusign (DOCU) is one of the top uptrending stocks. That's a pretty chart, if I do say so myself. When I see a chart like this, I think, why would it stop now?
In this week's article, I'll test my theory with actual numbers and see if DOCU and other stocks like it are good bets, like my instincts have always led me to believe.
For this study, I went back to 2024 and picked the 18th of each month, which corresponds to the end of this week. I used my trend ranking system to find the 30 stocks in the strongest uptrends and the 30 in the most consistent downtrends. Then, I tracked how each group performed over the next month of trading. The table below summarizes the results.
My instincts look correct based on the average returns of the stocks. The top uptrending stocks averaged a return of 2.15% over the next month, while the most consistently downtrending stocks averaged a return of 1.57%. The other stocks averaged 1.84%, falling between the two groups.
#chart #like #ranking #month
I won't go into the details, but using moving averages over various time frames, I've created a ranking system for stocks with the most consistent uptrends and downtrends over the past three months. Using this ranking system, Docusign (DOCU) is one of the top uptrending stocks. That's a pretty chart, if I do say so myself. When I see a chart like this, I think, why would it stop now?
In this week's article, I'll test my theory with actual numbers and see if DOCU and other stocks like it are good bets, like my instincts have always led me to believe.
For this study, I went back to 2024 and picked the 18th of each month, which corresponds to the end of this week. I used my trend ranking system to find the 30 stocks in the strongest uptrends and the 30 in the most consistent downtrends. Then, I tracked how each group performed over the next month of trading. The table below summarizes the results.
My instincts look correct based on the average returns of the stocks. The top uptrending stocks averaged a return of 2.15% over the next month, while the most consistently downtrending stocks averaged a return of 1.57%. The other stocks averaged 1.84%, falling between the two groups.
#chart #like #ranking #month
28 days ago
The 2026 home campaign for the Salt Lake Bees (24-44/63-79) came to a close this week as they welcomed the Round Rock Express (Triple-A, Texas Rangers). Known as the "E-Train," the Lone Star side steamrolled their way to a dominant series victory, winning five of six. Outside of a 11-1 thrashing on Thursday, the Bees never held a lead in the other five contests. The Express (38-31/69-75) collected their first road series win in Salt Lake since 2021, when they swept the Bees in a six-game set.
Despite a quality start from Bees starter Ryan Costeiu, Round Rock earned a 5-1 series opening victory on Tuesday. The visitors scored in four different frames, while Niko Kavadas helped Salt Lake avoid a shutout with a fifth-inning solo blast. Wednesday was more of the same, as the Express tallied a 6-1 victory. MLB rehabber Josh Jung punctuated the win with a solo blast in the eighth, as the Bees were held to just a trio of hits for the second straight game.
As mentioned above, the Salt Lake bats came alive on Thursday with an 11-1 rout. The team tied their season-high with four homers, spotlighted by Kavadas' second multi-homer night of the campaign. The infielder's surge was part of a four-hit night, his first at any level since 2022. On the mound, Joel Hurtado turned in 6.2 innings of one-run ball, finally collecting his first Triple-A win in his eighth try. After falling behind 5-0 on Friday, the Bees nearly completed a comeback, coming up just short in a 5-4 defeat. Salt Lake got the winning run on base in the ninth, but ultimately fell short.
The final Saturday and Sunday at home in 2026 were near carbon copies of each other. Big first innings for Round Rock put them in the driver's seat, leading 6-0 and 4-0, respectively. Saturday's output was more than enough for the visitors as they added seven more runs over the course of the game to shutout the Bees 13-0. On Sunday's home finale, Salt Lake battled and answered every time the Express scored. They closed the gap to 6-4 before Round Rock gained some length with Aaron Zavala's two-run blast in the sixth, the only longball of the evening. The Bees did not go down without a fight, bringing the tying run to the plate in the ninth. A flyball was tracked down for the 27th and final out of the finale, completing the Express' 9-6 victory.
The 74th and final home game saw 7,853 fans come through the turnstiles of The Ballpark at America First Square — the largest crowd in ballpark history. Salt Lake finished 35-39 at home this season, winning or splitting nine of their 13 total home series. The Bees were victorious in at least one game against every opponent who came to South Jordan, avoiding a sweep for the second straight season as the hosts.
#lake #express
Despite a quality start from Bees starter Ryan Costeiu, Round Rock earned a 5-1 series opening victory on Tuesday. The visitors scored in four different frames, while Niko Kavadas helped Salt Lake avoid a shutout with a fifth-inning solo blast. Wednesday was more of the same, as the Express tallied a 6-1 victory. MLB rehabber Josh Jung punctuated the win with a solo blast in the eighth, as the Bees were held to just a trio of hits for the second straight game.
As mentioned above, the Salt Lake bats came alive on Thursday with an 11-1 rout. The team tied their season-high with four homers, spotlighted by Kavadas' second multi-homer night of the campaign. The infielder's surge was part of a four-hit night, his first at any level since 2022. On the mound, Joel Hurtado turned in 6.2 innings of one-run ball, finally collecting his first Triple-A win in his eighth try. After falling behind 5-0 on Friday, the Bees nearly completed a comeback, coming up just short in a 5-4 defeat. Salt Lake got the winning run on base in the ninth, but ultimately fell short.
The final Saturday and Sunday at home in 2026 were near carbon copies of each other. Big first innings for Round Rock put them in the driver's seat, leading 6-0 and 4-0, respectively. Saturday's output was more than enough for the visitors as they added seven more runs over the course of the game to shutout the Bees 13-0. On Sunday's home finale, Salt Lake battled and answered every time the Express scored. They closed the gap to 6-4 before Round Rock gained some length with Aaron Zavala's two-run blast in the sixth, the only longball of the evening. The Bees did not go down without a fight, bringing the tying run to the plate in the ninth. A flyball was tracked down for the 27th and final out of the finale, completing the Express' 9-6 victory.
The 74th and final home game saw 7,853 fans come through the turnstiles of The Ballpark at America First Square — the largest crowd in ballpark history. Salt Lake finished 35-39 at home this season, winning or splitting nine of their 13 total home series. The Bees were victorious in at least one game against every opponent who came to South Jordan, avoiding a sweep for the second straight season as the hosts.
#lake #express
28 days ago
On August 4, Willis Lease Finance Corporation (NASDAQ:WLFC) reported second-quarter results that pulled in two directions at once. The lessor of commercial aircraft engines grew its operating business at a healthy clip, yet net income fell by more than half, a split that makes this quarter harder to read than the headline suggests.
Income from operations climbed 20.2% to $34.0 million in the quarter ended June 30, 2026, and the engine underneath that number is lease rent revenue, which rose 6.7% to $77.1 million as the average size of Willis Lease's portfolio expanded from a year earlier. Over the first six months of 2026, lease rent revenue is up 10.4% to $154.5 million, a steadier pace than the quarterly figure alone implies.
The company's trading business added to that. Willis Lease booked a $32.0 million gain on the sale of leased equipment, up 16.2%, after selling 21 engines and other parts and equipment during the quarter, compared with 14 engines and two airframes a year earlier. That kind of turnover matters for a leasing company, since selling ****** ets at a gain confirms that engine values in the market are holding up.
The bigger story sits in how Willis Lease is expanding beyond its own balance sheet. ****** ets under management, which folds in the company's on-balance-sheet fleet along with its Willis Aviation Capital business, grew 21% year over year to $4.4 billion. CEO Austin C. Willis tied that growth directly to building out Willis Aviation Capital, and the fee income backs that up: management and advisory fees jumped 113.4% to $5.5 million in the quarter and 194.9% to $13.4 million over six months. Two new investment fund partnerships, one with Liberty Mutual Investments that began operating in March 2026 and one with Blackstone Credit & Insurance that started in April 2026, are the mechanics behind that shift toward managing other people's capital rather than only deploying its own.
Net income attributable to common shareholders fell 51.2% to $28.7 million, and diluted earnings per share dropped from $2.81 to $1.31. Some of that gap traces to a tough comparison rather than a weaker quarter, since the second quarter of 2025 included a $43.0 million gain from the sale of the BAML business that had no counterpart this year. Willis Lease also recognized a $5.4 million loss on debt extinguishment in the quarter, and $12.4 million over six months, a cost tied to refinancing that simply was not there in 2025.
#lease #capital #months
Income from operations climbed 20.2% to $34.0 million in the quarter ended June 30, 2026, and the engine underneath that number is lease rent revenue, which rose 6.7% to $77.1 million as the average size of Willis Lease's portfolio expanded from a year earlier. Over the first six months of 2026, lease rent revenue is up 10.4% to $154.5 million, a steadier pace than the quarterly figure alone implies.
The company's trading business added to that. Willis Lease booked a $32.0 million gain on the sale of leased equipment, up 16.2%, after selling 21 engines and other parts and equipment during the quarter, compared with 14 engines and two airframes a year earlier. That kind of turnover matters for a leasing company, since selling ****** ets at a gain confirms that engine values in the market are holding up.
The bigger story sits in how Willis Lease is expanding beyond its own balance sheet. ****** ets under management, which folds in the company's on-balance-sheet fleet along with its Willis Aviation Capital business, grew 21% year over year to $4.4 billion. CEO Austin C. Willis tied that growth directly to building out Willis Aviation Capital, and the fee income backs that up: management and advisory fees jumped 113.4% to $5.5 million in the quarter and 194.9% to $13.4 million over six months. Two new investment fund partnerships, one with Liberty Mutual Investments that began operating in March 2026 and one with Blackstone Credit & Insurance that started in April 2026, are the mechanics behind that shift toward managing other people's capital rather than only deploying its own.
Net income attributable to common shareholders fell 51.2% to $28.7 million, and diluted earnings per share dropped from $2.81 to $1.31. Some of that gap traces to a tough comparison rather than a weaker quarter, since the second quarter of 2025 included a $43.0 million gain from the sale of the BAML business that had no counterpart this year. Willis Lease also recognized a $5.4 million loss on debt extinguishment in the quarter, and $12.4 million over six months, a cost tied to refinancing that simply was not there in 2025.
#lease #capital #months
1 month ago
ST. PETERSBURG, Fla. - A second straight game without Yordan Alvarez reinforced a reality. The Houston Astros need more consistent sources of offense, with time running short for them to emerge.
A lineup missing its leading threat mustered five hits in a 3-2 loss to the Tampa Bay Rays on Saturday, undermining a determined start by right-hander Peter Lambert and ensuring a series loss to the American League's first playoff entrant at Tropicana Field.
The Astros, who entered with the fifth-fewest runs in the majors since the Aug. 3 trade deadline, scored three or fewer for the 21st time in 35 games in that stretch. The offensive downturn might be presenting a direr threat to their playoff hopes if not for an inept division. The loss left Houston with a 2 ½-game AL West lead over the Rangers, who entered the day four games under .500, pending Texas' result.
The Astros are 75-74 with 13 games remaining on their schedule. Yainer Diaz had three of their five hits Saturday, including a run-scoring single in the sixth inning. Isaac Paredes' solo home run in the first against Rays starter Ian Seymour, who worked six strong frames, provided their only other run. Houston hitters were 2-for-6 with runners in scoring position and stranded six men on base.
The first was Seymour's rockiest inning, as three straight batters reached. Daulton Varsho and Christian Walker struck out to defuse the threat. Richie Palacios' two-run single wrought the first blemish against Lambert in his six-plus innings. Nick Madrigal broke a 2-2 tie for the Rays with a pinch-hit sacrifice fly in the bottom of the seventh.
#houston #astros #rays #lambert
A lineup missing its leading threat mustered five hits in a 3-2 loss to the Tampa Bay Rays on Saturday, undermining a determined start by right-hander Peter Lambert and ensuring a series loss to the American League's first playoff entrant at Tropicana Field.
The Astros, who entered with the fifth-fewest runs in the majors since the Aug. 3 trade deadline, scored three or fewer for the 21st time in 35 games in that stretch. The offensive downturn might be presenting a direr threat to their playoff hopes if not for an inept division. The loss left Houston with a 2 ½-game AL West lead over the Rangers, who entered the day four games under .500, pending Texas' result.
The Astros are 75-74 with 13 games remaining on their schedule. Yainer Diaz had three of their five hits Saturday, including a run-scoring single in the sixth inning. Isaac Paredes' solo home run in the first against Rays starter Ian Seymour, who worked six strong frames, provided their only other run. Houston hitters were 2-for-6 with runners in scoring position and stranded six men on base.
The first was Seymour's rockiest inning, as three straight batters reached. Daulton Varsho and Christian Walker struck out to defuse the threat. Richie Palacios' two-run single wrought the first blemish against Lambert in his six-plus innings. Nick Madrigal broke a 2-2 tie for the Rays with a pinch-hit sacrifice fly in the bottom of the seventh.
#houston #astros #rays #lambert
1 month ago
Regular readers know that I've followed one of the great Cy Young horse races in recent memory, with Cam Schlittler going great start-for-great start with the Blue Jays' Dylan Cease. We got a little bit of separation this week, as the Athletics touched up Cease for four runs in five innings on Monday, and then Schlittler allowed just a solo shot in seven frames against the Rockies on Tuesday. Cam has crept just ahead by fWAR, enjoys a considerable lead in bWAR, and right now I think would end up at the top of most voters' ballots.
But something struck me in the aftermath of Cam's night against Colorado, the same night that Aaron Judge returned to the lineup. Cam Schlittler isn't just the Cy Young favorite, but he's built himself an MVP case. No pitcher has won the award since Clayton Kershaw for the 2014 Dodgers, and the last AL winner was 2011 Justin Verlander. Yordan Alvarez is in the hunt for the first Triple Crown since Miguel Cabrera, Bobby Witt Jr. is probably the best overall player in the league, and if Junior Caminero tops the AL in home runs and plays on the Junior Circuit's best team, he probably gets his share of votes too.
And yet here's the thing: Cam stacks up fairly against all three of them!
Let's take Yordan, who I think has the inside track on the award right now. Schlittler's 0.1 fWAR back, a difference that is literally negligible, and more than three-quarters of a win better by bWAR. Alvarez's candidacy is based around the Triple Crown, probably being the best hitter in baseball, and dragging what we thought was a finally-deflated Houston Astros team to a division ****** le. ****** py AL West or not, that is exactly the blueprint for an MVP, if one for a slightly older voter.
Should Alvarez not win the Triple Crown, he loses a bit of his case, though he's likely still the best hitter in the game on a division winner, one who will have played in the neighborhood of 155 games. That's the big thing both undercutting Witt's MVP claim while bolstering his position as best all-around player — the Kansas City shortstop has only played 128 games at time of writing, yet leads the league in fWAR and bWAR among position players. With a solid-but-not-spectacular 18 homers and 124 wRC+, the parts of his game beyond hitting are doing the heavy lifting there as well. All that and the fact that the Royals are so bad work against him when it comes to end of season awards though, and Bobby seems cursed to be the Dave Stieb of shortstops.
#schlittler #young #cease
But something struck me in the aftermath of Cam's night against Colorado, the same night that Aaron Judge returned to the lineup. Cam Schlittler isn't just the Cy Young favorite, but he's built himself an MVP case. No pitcher has won the award since Clayton Kershaw for the 2014 Dodgers, and the last AL winner was 2011 Justin Verlander. Yordan Alvarez is in the hunt for the first Triple Crown since Miguel Cabrera, Bobby Witt Jr. is probably the best overall player in the league, and if Junior Caminero tops the AL in home runs and plays on the Junior Circuit's best team, he probably gets his share of votes too.
And yet here's the thing: Cam stacks up fairly against all three of them!
Let's take Yordan, who I think has the inside track on the award right now. Schlittler's 0.1 fWAR back, a difference that is literally negligible, and more than three-quarters of a win better by bWAR. Alvarez's candidacy is based around the Triple Crown, probably being the best hitter in baseball, and dragging what we thought was a finally-deflated Houston Astros team to a division ****** le. ****** py AL West or not, that is exactly the blueprint for an MVP, if one for a slightly older voter.
Should Alvarez not win the Triple Crown, he loses a bit of his case, though he's likely still the best hitter in the game on a division winner, one who will have played in the neighborhood of 155 games. That's the big thing both undercutting Witt's MVP claim while bolstering his position as best all-around player — the Kansas City shortstop has only played 128 games at time of writing, yet leads the league in fWAR and bWAR among position players. With a solid-but-not-spectacular 18 homers and 124 wRC+, the parts of his game beyond hitting are doing the heavy lifting there as well. All that and the fact that the Royals are so bad work against him when it comes to end of season awards though, and Bobby seems cursed to be the Dave Stieb of shortstops.
#schlittler #young #cease
1 month ago
Federico Dimarco is closing in on a return to Inter's matchday squad for Monday's clash with Udinese at San Siro, with Cristian Chivu weighing several further changes to his starting XI following the Champions League trip to Real Madrid.
According to TuttoMercatoWeb, the Nerazzurri boss is treating the fixture as more than a simple fatigue-management exercise. The report frames it as evidence of a genuine rotation policy, made possible by the depth Inter built during the summer transfer window.
Dimarco has been managing a knee sprain picked up in recent days, and while the issue kept him sidelined, he has now completed part of the latest training session alongside his teammates before continuing with individual work. His call-up against Udinese appears probable, though Chivu still must decide whether to throw him straight back into the action or ease him in gradually, as detailed in SempreInter's recent coverage of Dimarco's situation.
Djed Spence remains further off the pace. The wing-back continues his individual work on the pitch but is edging closer to a full return to group training.
John Stones could be handed his first start of the season after a string of promising cameos, including his second-half introduction in Madrid. A Stones start would mark the fourth different defensive trio Chivu has fielded in five matches this season.
#stones #individual
According to TuttoMercatoWeb, the Nerazzurri boss is treating the fixture as more than a simple fatigue-management exercise. The report frames it as evidence of a genuine rotation policy, made possible by the depth Inter built during the summer transfer window.
Dimarco has been managing a knee sprain picked up in recent days, and while the issue kept him sidelined, he has now completed part of the latest training session alongside his teammates before continuing with individual work. His call-up against Udinese appears probable, though Chivu still must decide whether to throw him straight back into the action or ease him in gradually, as detailed in SempreInter's recent coverage of Dimarco's situation.
Djed Spence remains further off the pace. The wing-back continues his individual work on the pitch but is edging closer to a full return to group training.
John Stones could be handed his first start of the season after a string of promising cameos, including his second-half introduction in Madrid. A Stones start would mark the fourth different defensive trio Chivu has fielded in five matches this season.
#stones #individual
1 month ago
Amanda Seyfried went for an earthy color palette while attending the Tory Burch spring 2027 show during New York Fashion Week on Thursday. For the event, the actress paired one of the brand's most popular shoes with a fall-ready brown-and-green look. Amanda Seyfried attends the Tory Burch spring 2027 show. Getty Images for Tory Burch She opted for the Tory Burch Peep Toe pump, which has been a favored choice among celebrities in recent years. The peep-toe pump riffs on the classic style with a twisted, sculptural heel, designed to look as if it is in motion. Rather than reveal several toes like a traditional peep-toe silhouette, the cutout frames only the hallux, or big toe — a highly specific footwear trend that surfaced at Copenhagen Fashion Week at the end of August. Grosgrain details and side seaming borrow from balletic pointe shoes. The pumps were made in partnership with a Leather Working Group-certified tannery, which supports high standards in leather manufacturing and chemical management. Their twisted heels measure 90mm, or approximately 3.54 inches, while a cushioned leather footbed offers comfort. The shoes also boast a patent leather upper and grosgrain binding. Napa leather lining and a buffed leather sole complete the construction. A closeup
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#burch #peep #fashion #footwear
Follow Footwear News on Twitter or become a fan on Facebook.
#burch #peep #fashion #footwear
1 month ago
Oracle's remaining performance obligations surged 363% to $638 billion, but $56 billion in quarterly capex pushed free cash flow deeply negative.
Jensen Huang disclosed NVIDIA can only meet 70% of current demand, while CoreWeave burned $5.7 billion in Q2 free cash flow against $104 billion in backlog.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.
OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that represents a 25% increase from earlier 2026 estimates. The company still calls itself "really short" on capacity. That gap, between three-quarters of a trillion dollars in planned spend and a stated capacity shortfall, is the number that reframes every AI infrastructure bet on the board, starting with Oracle (NYSE:ORCL).
Oracle is the clearest public-market conduit for that OpenAI dollar. In Q4 FY26, Oracle disclosed remaining performance obligations of $638 billion, up 363% year over year, of which $75 billion is tied to prepaid or customer-supplied GPU arrangements. Cloud Infrastructure revenue reached $5.79 billion, up 93% year over year, and Oracle Multicloud AI Database grew 404% in Q4. Global GPU utilization sits at 97.5%, and management said "there's still a massively higher demand than there is supply."
#free #orcl
Jensen Huang disclosed NVIDIA can only meet 70% of current demand, while CoreWeave burned $5.7 billion in Q2 free cash flow against $104 billion in backlog.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.
OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that represents a 25% increase from earlier 2026 estimates. The company still calls itself "really short" on capacity. That gap, between three-quarters of a trillion dollars in planned spend and a stated capacity shortfall, is the number that reframes every AI infrastructure bet on the board, starting with Oracle (NYSE:ORCL).
Oracle is the clearest public-market conduit for that OpenAI dollar. In Q4 FY26, Oracle disclosed remaining performance obligations of $638 billion, up 363% year over year, of which $75 billion is tied to prepaid or customer-supplied GPU arrangements. Cloud Infrastructure revenue reached $5.79 billion, up 93% year over year, and Oracle Multicloud AI Database grew 404% in Q4. Global GPU utilization sits at 97.5%, and management said "there's still a massively higher demand than there is supply."
#free #orcl
1 month ago
SWKS surged 9% and QRVO gained 6% as CEO Phil Brace confirmed China's SAMR review hit its final phase, targeting a year-end close.
SOXX dropped 2% on the same session, isolating the rally as merger-arb repricing, with AAPL the largest customer for both companies post-merger.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Skyworks Solutions didn't make the cut. Enter your email to see the names that beat SWKS. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Skyworks Solutions (NASDAQ:SWKS) are up 10% to $84.24 in Thursday midday trade, while Qorvo (NASDAQ:QRVO) stock is climbing 6% to $111.49. The paired rally arrives on a session when the broader chip complex is red, which frames the move as merger-arb repricing driven by transaction odds.
The iShares Semiconductor ETF (NASDAQ:SOXX) is down 2%. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is off 0.9%, so the divergence between the two RF names and the wider market isn't subtle.
#soxx #enter
SOXX dropped 2% on the same session, isolating the rally as merger-arb repricing, with AAPL the largest customer for both companies post-merger.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Skyworks Solutions didn't make the cut. Enter your email to see the names that beat SWKS. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Skyworks Solutions (NASDAQ:SWKS) are up 10% to $84.24 in Thursday midday trade, while Qorvo (NASDAQ:QRVO) stock is climbing 6% to $111.49. The paired rally arrives on a session when the broader chip complex is red, which frames the move as merger-arb repricing driven by transaction odds.
The iShares Semiconductor ETF (NASDAQ:SOXX) is down 2%. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is off 0.9%, so the divergence between the two RF names and the wider market isn't subtle.
#soxx #enter
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1 month ago
The Pittsburgh Pirates had a terrible month in August. Their odds of making the playoffs on July 22 were about 50/50, coming in at 47.2%. A month later, on August 22, their playoff odds had fallen to just 2%. However, the Pirates are making one last push to put themselves back into playoff contention. At the time of this writing, they've won five of their last six series and have put themselves 4 1/2 games out of a Wild Card spot. It's still a long shot, but the Pirates' playoff hopes are not completely dead, even if they are on life support. If they want to keep them alive and make a late-season push for the last Wild Card spot, they need a few players to lock in.
Jared Jones was one of the many Pirates players who went into a massive slump in August. Going into the month, he owned a quality 3.81 ERA, 3.43 FIP, and 1.02 WHIP over his first 11 starts and 52 innings coming off the injured list. In that time, he struck out 27.9% of batters, with just a 7.2% walk rate. Opposing hitters also batted below the Mendoza Line against him at .197.
Aug 4, 2026; Milwaukee, Wisconsin, USA; Pittsburgh Pirates starting pitcher Jared Jones (17) delivers a pitch against the Milwaukee Brewers in the first inning at American Family Field. Mandatory Credit: Michael McLoone-Imagn Images
Then, in five starts during August, Jones allowed 17 earned runs over just 20 2/3 innings of work. His K% fell to 24%, and his walk rate rose to 11.5%. Sure, a .383 batting average on ***** in play didn't do him any favors, but opponents owned a 91.3 MPH exit velocity, 9.2% barrel rate, and 2.18 HR/9 ratio against him.
If his first start of September says anything, Jones is starting to lock back in again. He pitched six scoreless frames against the Los Angeles Angels. He allowed just three hits, with nine strikeouts, and just one walk allowed. While it was against a team with a combined OPS of .677, it is a step in the right direction for Jones. Returning to his July form, where he had a 2.00 ERA, 33.7% K%, and 6.1% BB%, would give the Pirates' rotation a much-needed boost of energy, giving them just enough to be playoff-ready.
#month #first
Jared Jones was one of the many Pirates players who went into a massive slump in August. Going into the month, he owned a quality 3.81 ERA, 3.43 FIP, and 1.02 WHIP over his first 11 starts and 52 innings coming off the injured list. In that time, he struck out 27.9% of batters, with just a 7.2% walk rate. Opposing hitters also batted below the Mendoza Line against him at .197.
Aug 4, 2026; Milwaukee, Wisconsin, USA; Pittsburgh Pirates starting pitcher Jared Jones (17) delivers a pitch against the Milwaukee Brewers in the first inning at American Family Field. Mandatory Credit: Michael McLoone-Imagn Images
Then, in five starts during August, Jones allowed 17 earned runs over just 20 2/3 innings of work. His K% fell to 24%, and his walk rate rose to 11.5%. Sure, a .383 batting average on ***** in play didn't do him any favors, but opponents owned a 91.3 MPH exit velocity, 9.2% barrel rate, and 2.18 HR/9 ratio against him.
If his first start of September says anything, Jones is starting to lock back in again. He pitched six scoreless frames against the Los Angeles Angels. He allowed just three hits, with nine strikeouts, and just one walk allowed. While it was against a team with a combined OPS of .677, it is a step in the right direction for Jones. Returning to his July form, where he had a 2.00 ERA, 33.7% K%, and 6.1% BB%, would give the Pirates' rotation a much-needed boost of energy, giving them just enough to be playoff-ready.
#month #first
1 month ago
PITTSBURGH — Saturday night's game against the Angels looked like one that would be a win for the Pirates.
The Pirates had their top starter on the mound in Braxton Ashcraft, who entered play with a team-high 14 wins including three in a row. Ashcraft was opposed by left-hander Yusei Kikuchi, who was still in search of his first win of the season and entered play with a 5.65 ERA through nine starts in an injury-shortened season.
In addition to having Ashcraft on the mound, the Pirates entered having won seven of their last 10 games to get to within two games of a .500 record. The Angels, meanwhile, entered having lost 10 of their last 11 games to sink their season record to 53-88, the worst mark in baseball.
But then the game was actually played.
Ashcraft cruised through three innings but allowed a combined three runs between the fourth and fifth frames. Kikuchi blanked the Pirates across six innings as struggles against left-handed starting pitching continued. The final score read 6-1 Angels, who led wire-to-wire.
#games
The Pirates had their top starter on the mound in Braxton Ashcraft, who entered play with a team-high 14 wins including three in a row. Ashcraft was opposed by left-hander Yusei Kikuchi, who was still in search of his first win of the season and entered play with a 5.65 ERA through nine starts in an injury-shortened season.
In addition to having Ashcraft on the mound, the Pirates entered having won seven of their last 10 games to get to within two games of a .500 record. The Angels, meanwhile, entered having lost 10 of their last 11 games to sink their season record to 53-88, the worst mark in baseball.
But then the game was actually played.
Ashcraft cruised through three innings but allowed a combined three runs between the fourth and fifth frames. Kikuchi blanked the Pirates across six innings as struggles against left-handed starting pitching continued. The final score read 6-1 Angels, who led wire-to-wire.
#games
1 month ago
It's kind of funny that once Manny Machado's 25th homer of the season landed in the seats in the fourth inning, we could have just fast-forwarded to the end of the game. That big fly made the score 5-1, that's where this game ended, and while the Yankees missed a few chances to add to their lead, but the bullpen completely iced out the Padres, and this series is knotted up at a game apiece.
I was a little bit worried about Carlos Rodón's start, as the southpaw struggled with his control in the first inning. He put two Padres aboard, one via a single and one a walk before working his way out of the jam, albeit throwing 26 pitches to do it. Then, the Yankees rewarded him with an offensive surge over the next two innings, and he delivered shutdown frames in the home half of the second and the third, exactly what you look for from a good starter.
Manny Machado tagged him for a solo shot in the fourth, the only earned run Carlos allowed on the day, and the control problems blossomed again in the fifth. 16 pitches, and a big two-out walk issued to Fernando Tatís Jr. ended up pushing Rodón past where the Yankees wanted him to be, and Aaron Boone went to the bullpen to start the sixth.
This is kinda what I mean when I talk about Carlos Rodón. Five innings, two hits, and one run allowed is not a bad start. The 7:3 K:BB ratio is fine, not great, but when the runners don't come around to score you can't really get mad at anything. But like tonight, and a frighteningly disproportionate number of his starts, it feels like he left an inning, a couple more outs, something on the table. I can't say he pitched poorly, but he could have pitched better, despite surrendering just the one run.
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#Padres
I was a little bit worried about Carlos Rodón's start, as the southpaw struggled with his control in the first inning. He put two Padres aboard, one via a single and one a walk before working his way out of the jam, albeit throwing 26 pitches to do it. Then, the Yankees rewarded him with an offensive surge over the next two innings, and he delivered shutdown frames in the home half of the second and the third, exactly what you look for from a good starter.
Manny Machado tagged him for a solo shot in the fourth, the only earned run Carlos allowed on the day, and the control problems blossomed again in the fifth. 16 pitches, and a big two-out walk issued to Fernando Tatís Jr. ended up pushing Rodón past where the Yankees wanted him to be, and Aaron Boone went to the bullpen to start the sixth.
This is kinda what I mean when I talk about Carlos Rodón. Five innings, two hits, and one run allowed is not a bad start. The 7:3 K:BB ratio is fine, not great, but when the runners don't come around to score you can't really get mad at anything. But like tonight, and a frighteningly disproportionate number of his starts, it feels like he left an inning, a couple more outs, something on the table. I can't say he pitched poorly, but he could have pitched better, despite surrendering just the one run.
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#Padres
1 month ago
The Tigers needed some of their big names to get it together and win them a game. Framber Valdez answered the call with seven shutout frames on Saturday, while Riley Greene homered twice and drove in four in a four-hit game. The bullpen only needed to go two innings to hold a 6-0 lead, and they did so with no trouble.
The Tigers already saw the weaker end of the Guardians rotation, so this was only going to get tougher on Saturday against Parker Messick, and then Gavin Williams on Sunday. With Framber Valdez going, the defense would need to be sharp, while Kevin McGonigle and Max Clark both got a needed day off against the left-hander.
Gleyber Torres and Hao-Yu Lee started the game off by striking out, but Riley Greene crushed a Messick cutter over the left center field wall for a solo shot and a quick 1-0 lead.
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Steven Kwan grounded out to Lee to start the bottom of the first. Angel Martinez dumped a little broken bat bliner between Spencer Torkelson and Javier Báez for a single. Báez, playing second, collected it but Valdez wasn't covering first expecting the ball in the air to be caught. Jose Ramirez lined out to Ben Malgeri in right field. Jo Adell got a bat broken as well but fouled off a 1-2 sinker in on his hands. A high fastball missed, but a good curveball whiffed him.
#needed #saturday #riley
The Tigers already saw the weaker end of the Guardians rotation, so this was only going to get tougher on Saturday against Parker Messick, and then Gavin Williams on Sunday. With Framber Valdez going, the defense would need to be sharp, while Kevin McGonigle and Max Clark both got a needed day off against the left-hander.
Gleyber Torres and Hao-Yu Lee started the game off by striking out, but Riley Greene crushed a Messick cutter over the left center field wall for a solo shot and a quick 1-0 lead.
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Steven Kwan grounded out to Lee to start the bottom of the first. Angel Martinez dumped a little broken bat bliner between Spencer Torkelson and Javier Báez for a single. Báez, playing second, collected it but Valdez wasn't covering first expecting the ball in the air to be caught. Jose Ramirez lined out to Ben Malgeri in right field. Jo Adell got a bat broken as well but fouled off a 1-2 sinker in on his hands. A high fastball missed, but a good curveball whiffed him.
#needed #saturday #riley
1 month ago
The Vanguard FTSE Emerging Markets ETF (VWO) is held in target-date funds, robo-advisor portfolios, and retirement accounts across the country, with roughly $122 billion across roughly 6,300 emerging-market stocks as of June 30, 2026.
For most holders, the VWO is a set-it-and-forget-it allocation to developing economies across Asia, Latin America, and Africa.
A clause buried in the fund's February 2026 statutory prospectus reframes what those holders own, and few appear to have noticed.
The disclosure warns that VWO can legally shift from a diversified fund to a nondiversified one through ordinary market movement or an index rebalance.
No shareholder vote is required, and Vanguard's portfolio managers do not need to take any deliberate action for that transition to occur.
#across #emerging #market #vanguard
For most holders, the VWO is a set-it-and-forget-it allocation to developing economies across Asia, Latin America, and Africa.
A clause buried in the fund's February 2026 statutory prospectus reframes what those holders own, and few appear to have noticed.
The disclosure warns that VWO can legally shift from a diversified fund to a nondiversified one through ordinary market movement or an index rebalance.
No shareholder vote is required, and Vanguard's portfolio managers do not need to take any deliberate action for that transition to occur.
#across #emerging #market #vanguard
1 month ago
The 29 richest people on earth control 27% of all billionaire wealth, a share that has nearly quadrupled since 2017.
AI-driven equity gains fueled the surge, with Elon Musk briefly becoming the world's first trillionaire after **** eX went public.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Altrata's Billionaire Census 2026 delivers a single figure that reframes how concentrated the top of the global wealth pyramid has become. The planet's 29 richest people, who make up 0.7% of the billionaire population, held a combined net worth of $4.1tn in 2025, or 27% of all billionaire wealth. The report calls this group the "superbillionaires," and the share they command has moved sharply in a very short window.
The threshold for superbillionaire status is a personal fortune in excess of $50bn. That is a net worth cutoff, not income, and Altrata's figures reflect the estimated value of an individual's total **** et base as of the 2025 data year. The combined wealth of the 29 implies an average fortune in the region of $140bn, though the report notes the distribution inside the tier is far from uniform.
#people #Share
AI-driven equity gains fueled the surge, with Elon Musk briefly becoming the world's first trillionaire after **** eX went public.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Altrata's Billionaire Census 2026 delivers a single figure that reframes how concentrated the top of the global wealth pyramid has become. The planet's 29 richest people, who make up 0.7% of the billionaire population, held a combined net worth of $4.1tn in 2025, or 27% of all billionaire wealth. The report calls this group the "superbillionaires," and the share they command has moved sharply in a very short window.
The threshold for superbillionaire status is a personal fortune in excess of $50bn. That is a net worth cutoff, not income, and Altrata's figures reflect the estimated value of an individual's total **** et base as of the 2025 data year. The combined wealth of the 29 implies an average fortune in the region of $140bn, though the report notes the distribution inside the tier is far from uniform.
#people #Share
1 month ago
Teenager Stan Moody knocked four-time champion John Higgins out of the British Open with a 4-2 victory in the last 16.
Moody, 19, progressed to the quarter-finals for the second successive year thanks to a strong finish at Cheltenham Racecourse.
Scot Higgins, 51, twice came from behind to level at 2-2, but a break of 46 nudged Moody 3-2 ahead before a 69 clearance - after four-time world champion Higgins led 61-0 - sealed victory.
Moody will face fellow Englishman Liam Highfield in the last eight on Friday.
Judd Trump breezed into the quarter-finals by beating fellow Englishman David Gilbert 4-0 thanks to breaks of 118 and 105 in the final two frames.
#higgins #champion
Moody, 19, progressed to the quarter-finals for the second successive year thanks to a strong finish at Cheltenham Racecourse.
Scot Higgins, 51, twice came from behind to level at 2-2, but a break of 46 nudged Moody 3-2 ahead before a 69 clearance - after four-time world champion Higgins led 61-0 - sealed victory.
Moody will face fellow Englishman Liam Highfield in the last eight on Friday.
Judd Trump breezed into the quarter-finals by beating fellow Englishman David Gilbert 4-0 thanks to breaks of 118 and 105 in the final two frames.
#higgins #champion
